How the Sales Day Pass Screen Works
- Teresa Ledee (Deactivated)
- Jason Reel (Deactivated)
The last tab in the Sales module is for Day Pass sales. This tab is similar to the membership tab, the only difference being that the plans sold here are daily, not monthly or annually.
All day passes are listed, but users can use the quick search at the top to narrow down the results.
There are other filters that can also be used to narrow results, including the “Multi-Member” and “Individual” filters.
When both are light gray, neither is being applied and all day pass types will be shown. The color changes to a dark gray when selected.
The category filter allows the user to select a specific category of day passes.
When the filter is clicked, users will see a dialog where they can select the category they would like to see membership results for. Once a new category is chosen, “Select” can be clicked to return to the day pass list with the filter applied.
The category that is currently being shown in the day pass list (All Categories for this example) will be a gray-blue color in this dialog, while the newly selected category (Family: Up to 5 people) will be a darker gray color.
The currently selected category is displayed in the filter button on the right side. “All Categories” will be shown by default, but once a change has been made, the newly selected category will show.
Once the user has performed any searches or applied any filters they want, they can click the day pass they want from the list to see the day pass dialog.
From here, users can change the start date, select customers, override the price if they have the correct permissions, or change the quantity.
When choosing members, a primary member needs to be selected first, then only the multi-member passes will show a “+” for additional family members.
Clicking the “Select Primary Customer” or “+” buttons will open a customer search dialog where users can select a customer to be added to the day pass.
When a customer is selected, users will be prompted to verify the customer’s basic information. This allows the user to ensure they are selecting the correct customer, and to make any changes to the customer profile that may have changed.
All selected members are shown on the right side of the dialog. The primary member is labeled, and any additional members can be added or removed using the “+” button, or the “x” buttons next to each member.
Once “Add to Cart” has been clicked, the day pass will be shown in the cart with all participating members and pricing listed. The primary customer will be shown at the top of the cart as the purchaser.
The cart item can be clicked to remove the plan from the cart or update plan details. If the autopay payment method was chosen, this will show here as well.
Once the user has checked out (See How to Check Out) the new plan will be shown in each participating member’s customer record.